Using the Candidate Experience Survey

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Available for User roles Super Admin and Admin
Packages LeverTRM for Enterprise and/or Advanced Automation

 

The Candidate Experience Surveys dashboard referenced in this article will be part of our Spring 2022 product release, scheduled for progressive rollout starting mid-May 2022. For more information on the Spring 2022 release, keep an eye on our Product Release Notes.

Lever's Candidate Experience Survey helps you to establish an understanding of candidate satisfaction with your recruitment procedures. Consistently measuring and working to improve candidate sentiment about your screening, interview, and offer processes reflects back positively on your organization's brand which can help when sourcing candidates for the top of your talent funnel. Readers of this article will learn about:

How the Candidate Experience Survey works

If the Candidate Experience Survey is active in your Lever environment, candidates will receive the survey via email if/when their opportunity is archived for a qualifying reason and their opportunity reached a threshold stage in your pipeline (both defined during survey configuration). The survey consists of questions asking candidates to rate different aspects of your recruitment process such as interview experience, communication clarity, and expectation setting. The survey can also be made to include open-ended questions in which candidates can provide free-form feedback about their experience. 

Candidate Experience Survey as it appears to a candidate.

The questions in the survey are fully customizable, so you can tailor them to solicit precise feedback about the unique elements of your recruitment procedures. The survey can be configured to only send to candidates being considered for job postings with specific locations. The timing and body of the email that is sent can also be customized to ensure candidates are being asked for feedback at the right time and the survey is being positioned to them with proper context.

Configuring the Candidate Experience Survey

Users with Admin level access and above can enable and configure the Candidate Experience Survey for their Lever environment. To locate the survey editor:

  • Navigate to Settings > Company > Surveys
  • Click Configure survey on the 'Candidate Experience Survey' block

Surveys pages in Company Settings; arrow pointing to Configure survey link on Candidate Experience Survey block.

The survey editor is divided into three sections, each allowing you to configure a different aspect of the survey. Select from the tabs at the top of the editor to navigate between the different sections.

Questions

If you are setting up the Candidate Experience Survey for the first time, you will find questions preconfigured in the editor. These out-of-the-box questions ask candidates to rate their level of satisfaction with the various aspects of their recruitment experience including communication, expectation setting, and overall treatment.

Survey editor questions secetion

Click into a question block to edit the question stem or add/modify a question description. To add a new question, scroll to the bottom of the editor and click the Add Another Question button. The Candidate Experience Survey supports two question types:

  • Rating questions - ask candidates to provide a satisfaction rating on a 5-point scale, including a 'Prefer not to answer' option
  • Paragraph questions - provide candidates with a text box in which they can type their response

Use the up and down arrow keys on the question block to reorder questions on the survey. Click the ellipses button in the upper-right corner of a question block to reveal options to duplicate or delete a question. In this section you can also edit the survey title and instructions in the fields at the top of the editor.

Locations

In this section you will need to select the posting locations that will serve as the geographic limit(s) for which candidates receive the survey. If you select 'All locations' then all archived candidates will receive the survey, provided their opportunities meet the delivery criteria configured in the next section.

Survey editor locations section

If you opt to 'Choose locations...' and select specific locations from the list, only archived candidates that applied to postings based in those locations will receive the survey if their opportunities also meet the delivery criteria configured in the next section.

Delivery

In this section, you will define the delivery criteria for the survey. There are two variables in the set of criteria you will need to configure:

Archive reasons
A candidate's opportunity must be archived for one of the selected reasons in order for them to receive the survey. Note that 'Hired' is included in the list of selectable archive reasons. If this reason is not selected, hired candidates will not receive the survey.
Threshold stage
A candidate's opportunity must have reached or surpassed this stage in the pipeline in order for them to receive the survey.

Survey editor delivery section with fields for delivery criteria variables circled.

Note that both of these variables make up a single set of delivery criteria, meaning both conditions (the archive reason and threshold stage) must be met in order for a candidate to receive the survey.

If the toggle below the delivery criteria is moved to the 'on' position, candidates with multiple archived opportunities (that meet the criteria) will only receive the survey once, for the first archived opportunity in a 90-day period.

Next, configure the time at which the survey will be sent to the candidate relative to their opportunity being archived. The survey can be configured to send immediately or at a point in the future (one day later, two days later, one week later, or on the next weekday following the archive).

Finally, you can customize the email containing the survey link that gets sent to candidates in the email fields at the bottom of the editor. Text in both the subject line and email body fields can be edited, including the inserting of auto-text tokens to pull in the candidate's name and/or the title of the posting for which they were being considered. Note that the {{Survey link}} token must appear in the body of the email or it will be automatically appended to the end of the email.

Survey email editor

Click the Save Changes button at the top of the editor to save your configuration. To activate the survey in your Lever environment, flip the toggle on the Candidate Experience Survey block in your Company Settings to the 'on' position.

Close up Candidate Experience Survey block with arrow pointing to activation toggle

Reporting on Candidate Experience Survey results

To download results from the Candidate Experience Survey, click Download survey results on the Candidate Experience Survey block below the activation toggle. In the export generator, define the timeframe for which you would like to export survey results by either inputting precise dates or selecting a relative timeframe such as 'last month' or 'trailing quarter.'

Candidate Experience Survey result export generator.

Survey results can also be downloaded in Visual Insights by navigating to Reports, selecting the Preview Visual Insights button, clicking the export icon () in the left-side navigation, and selecting Surveys from the export menu. For a full breakdown of the survey information fields included in the exported file, refer to our Exports help article.

 

By default, only users with Super Admin level access can download survey results. Admins, Team Members, and Limited Team Members can only download survey results if they have been granted the necessary data export permissions by a Super Admin.

Users with Super Admin level access can also view summary statistics related to the survey including average ratings and completion rates on the Candidate Experience Surveys dashboard in Visual Insights. To learn more, refer our help article on the Candidate Experience Survey dashboard.

Frequently asked questions

Can I have more than one Candidate Experience Survey?

No. At this time, it is only possible to have one Candidate Experience Survey in a Lever environment.

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